JPMorgan Equity Index Fund Class A (OGEAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OGEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OGEAX
OGEAX charges 0.45% annually. There are 116 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | OGEAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | OGEAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | OGEAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | OGEAX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | OGEAX vs VSMPX |
Best Risk-Adjusted Alternatives to OGEAX
OGEAX has a PortfoliosLab risk / return rank of 62. There are 175 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | OGEAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | OGEAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | OGEAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | OGEAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | OGEAX vs IGIAX |
Top Performing OGEAX Alternatives (YTD)
OGEAX is at 9.78% YTD. There are 208 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | OGEAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | OGEAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | OGEAX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | OGEAX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | OGEAX vs POSKX |
Lowest Volatility Alternatives to OGEAX
OGEAX has 12.49% 1-year volatility. There are 150 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | OGEAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | OGEAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | OGEAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | OGEAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | OGEAX vs FSUVX |
Lowest Drawdown Alternatives to OGEAX
OGEAX has a 1-year max drawdown of -9.11%. There are 197 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | OGEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | OGEAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | OGEAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | OGEAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | OGEAX vs QUERX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 17 | 6.80% | — | Nov 2010 | OGEAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | 6.67% | — | Feb 1992 | OGEAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 16 | 6.55% | — | Feb 1994 | OGEAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.97% | — | Aug 2018 | OGEAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.33% | — | Jul 1987 | OGEAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.57% | — | Dec 2013 | OGEAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 81 | 1.11% | — | Jun 2014 | OGEAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 30 | 5.65% | — | Sep 1993 | OGEAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | OGEAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 16 | 4.67% | — | Oct 1999 | OGEAX vs VHIAX |
Often Compared With OGEAX
Investors most often compare OGEAX with POGSX, BKTSX, FULVX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OGEAX with Any Fund or Stock
Compare OGEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OGEAX with funds that move differently
JPMorgan Equity Index Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OGEAX.
Explore OGEAX Diversifiers